Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,158 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
202,881
shares
|
$5.46 Million
2.71% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
202,881
shares
|
$5.46 Million
1.66% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
196,304
shares
|
$5.28 Million
0.39% of portfolio
|
Q4 2024
Added 102.4%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
193,725
shares
|
$5.22 Million
0.43% of portfolio
|
Q4 2024
Added 107.43%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
189,704
shares
|
$5.11 Million
4.39% of portfolio
|
Q4 2024
Added 101.79%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
189,448
shares
|
$5.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
189,316
shares
|
$5.1 Million
0.12% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
188,711
shares
|
$5.08 Million
2.73% of portfolio
|
Q4 2024
Added 80.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
186,955
shares
|
$5.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
186,927
shares
|
$5.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
182,757
shares
|
$4.92 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
181,002
shares
|
$4.87 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
180,924
shares
|
$4.87 Million
0.84% of portfolio
|
Q4 2024
Added 103.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
180,540
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
179,538
shares
|
$4.83 Million
1.39% of portfolio
|
Q4 2024
Added 103.71%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
179,244
shares
|
$4.83 Million
3.28% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
178,219
shares
|
$4.8 Million
1.57% of portfolio
|
Q3 2024
Added 102.44%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
174,841
shares
|
$4.71 Million
2.27% of portfolio
|
Q4 2024
Added 102.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
172,116
shares
|
$4.63 Million
3.63% of portfolio
|
Q4 2024
Added 100.15%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
170,211
shares
|
$4.58 Million
0.96% of portfolio
|
Q4 2024
Added 113.26%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
170,115
shares
|
$4.58 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
166,385
shares
|
$4.48 Million
0.01% of portfolio
|
Q4 2024
Added 76.4%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
164,314
shares
|
$4.42 Million
3.32% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
163,234
shares
|
$4.39 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
162,440
shares
|
$4.37 Million
1.45% of portfolio
|
Q4 2024
Added 98.55%
|